Latest News
Budget Summary 03 April 2019
Last night, Treasurer Josh Frydenberg MP delivered the 2019-20...
Investment Solutions Newsletter - Autumn 2019 01 March 2019
In this edition of Investment Solutions magazine BT Financial Group...
Market Updates 12 February 2019
BT Regular Monthly Market Updates Please click here to...
Investment Solutions Newsletter - Summer 2018 01 December 2018
Welcome to our Summer newsletter. In this edition of Investment...
Member Login
Username Password

Estate Planning

Estate planning is more than just making a plan to distribute certain assets to certain people. A complete estate plan will allow you to retain control of your assets and to determine who will make decisions of your behalf should you become unable to do in the future.

Estate Planning involves:

  • the preparation of a will,
  • appointing an executor of the will
  • determining whether a power of attorney is required and who should be appointed in that role,
  • establishing a discretionary trust(s)

Estate planning advice will help you to decide whether you require the preparation of a more complex will incorporating testamentary discretionary trusts, amendments to your family trust deed or self managed superannuation fund and a formal estate planning strategy document.

Click here for A Guide to Estate Planning